Picton Mahoney Asset Management’s MasTec MTZ Stock Holding History

Picton Mahoney Asset Management’s Portfolio MTZ Stock Details MTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$802K	Buy	2,494 +826	+50%	+$224K	0.01%	705
2025 Q4	$363K	Buy	+1,668	New	+$350K	﹤0.01%	739
2025 Q3	–	Sell	-1,550	Closed	-$265K	–	1164
2025 Q2	$265K	Sell	1,550 -6,977	-82%	-$1M	﹤0.01%	565
2025 Q1	$995K	Buy	+8,527	New	+$1.15M	0.02%	341
2024 Q1	–	Sell	-5,719	Closed	-$433K	–	450
2023 Q4	$433K	Buy	+5,719	New	+$358K	0.01%	245
2022 Q2	–	Sell	-51,054	Closed	-$4.45M	–	890
2022 Q1	$4.45M	Sell	51,054 -35,267	-41%	-$3.08M	0.16%	169
2021 Q4	$7.97M	Buy	86,321 +17,820	+26%	+$1.63M	0.2%	91
2021 Q3	$5.91M	Buy	68,501 +5,475	+9%	+$519K	0.22%	103
2021 Q2	$6.69M	Sell	63,026 -4,739	-7%	-$515K	0.19%	103
2021 Q1	$6.35M	Sell	67,765 -23,175	-25%	-$1.98M	0.3%	97
2020 Q4	$6.2M	Buy	+90,940	New	+$5.1M	0.29%	102
2014 Q1	–	Sell	-22,300	Closed	-$730K	–	377
2013 Q4	$730K	Buy	+22,300	New	+$706K	0.04%	223

Other funds holding MTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Picton Mahoney Asset Management's MTZ Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its MasTec (MTZ) stake by 50% in Q1 2026, buying an estimated $224K and bringing the position to 2,494 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #705.

Picton Mahoney Asset Management first reported a position in MTZ in Q4 2013 and has held it in 12 quarters since. The position peaked at $7.97M in Q4 2021. 806 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Picton Mahoney Asset Management held 2,494 shares of MasTec worth $802K as of Q1 2026.
Picton Mahoney Asset Management bought 826 MasTec shares in Q1 2026, an estimated $224K.
MasTec made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #705 holding.
Picton Mahoney Asset Management first reported a position in MasTec in Q4 2013 and has held it in 12 quarters since.
Picton Mahoney Asset Management's MasTec position peaked at $7.97M in Q4 2021.
806 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.